Golden State Wealth Management, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1776033 SANTA ANA, CA

Position in VLO

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$333,102

+$88,740 QoQ

Shares Held

1,279

+29.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,373

of 1,955 holders

Holding Since

Mar 2020

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $838,960 across 5 Oil & Gas Refining & Marketing names. VLO ranks #1 (39.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	1,279	$333,102
2	PARR	Par Pacific Holdings, Inc.	2,750	$154,220
3	MPC	Marathon Petroleum Corp	562	$143,686
4	PSX	Phillips 66	739	$124,927
5	CLNE	Clean Energy Fuels Corp.	40,500	$83,025

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$333,102	1,279	+29.3%	Shares	Sole	2026-07-22
2026-03-31	$244,362	989	+237.5%	Shares	Sole	2026-04-28
2025-12-31	$47,697	293	0.0%	Shares	Sole	2026-02-13
2025-09-30	$49,886	293	+0.3%	Shares	Sole	2025-11-03
2025-06-30	$39,250	292	-6.1%	Shares	Sole	2025-08-06
2024-12-31	$38,125	311	-61.1%	Shares	Sole	2025-01-28
2020-03-31	$36,288	800	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.